Civic Intelligence

Summer Lake PTA

EIN 90-1502898 • 501(c)3 • Oakley, CA

Profile

Education enrichment programs

4320 East Summer Lake DriveOakley, CA 94561
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

76th percentile

19%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

21st percentile

-39%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$39,930

Up $6,467 (+19%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$39,930

Up $6,467 (+19%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin71st percentile

Revenue

Down

$38,487

Down $24,234 (-39%) from 2024

Expenses

Down

$32,020

Down $28,656 (-47%) from 2024

Net Income

Up

$6,467

Up $4,422 (+216%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2020: $4,797Liabilities 2020: $0Net Assets 2020: $4,7972020Assets 2021: $3,354Liabilities 2021: $0Net Assets 2021: $3,3542021Assets 2022: $26,811Liabilities 2022: $0Net Assets 2022: $26,8112022Assets 2023: $31,418Liabilities 2023: $0Net Assets 2023: $31,4182023Assets 2024: $33,463Liabilities 2024: $0Net Assets 2024: $33,4632024Assets 2025: $39,930Liabilities 2025: $0Net Assets 2025: $39,9302025

Highlighted filing

2025

Assets$39,930
Liabilities$0
Net Assets$39,930
Open 2025 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2020: $10,503Expenses 2020: $5,706Net Income 2020: $4,7972020Revenue 2021: $348Expenses 2021: $1,791Net Income 2021: -$1,4432021Revenue 2022: $62,560Expenses 2022: $39,103Net Income 2022: $23,4572022Revenue 2023: $62,661Expenses 2023: $58,019Net Income 2023: $4,6422023Revenue 2024: $62,721Expenses 2024: $60,676Net Income 2024: $2,0452024Revenue 2025: $38,487Expenses 2025: $32,020Net Income 2025: $6,4672025

Highlighted filing

2025

Revenue$38,487
Expenses$32,020
Net Income$6,467
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,930
Liabilities
$0
Net assets
$39,930
Revenue
$38,487
Expenses
$32,020
Net income
$6,467
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$39.9$0.00$39.9$38.5$32.0$6.47
2024Detailed filing. Detailed filing data is available for this year.$33.5$0.00$33.5$62.7$60.7$2.05
2023Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$62.7$58.0$4.64
2022Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$62.6$39.1$23.5
2021Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.35$1.79$1.44
2020Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$10.5$5.71$4.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 23, 2025
Return Version
2024v5.2
Gross Receipts
$38,487
Mission and Program Overview

Mission

Education enrichment programs

Program Services

DescriptionGrantsExpenses
STUDENT PROGRAMS TO ENCOURAGE SCHOOL SPIRIT AND MORAL . PROVIDE PROGRAMS FOR HEALTHY LIFESTYLE AND EDUCTION-$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENIFER JOHNSONTreasurerPT$0--
GRACE MCPHERSONPresident-$0--
AMANDA GILREATHSecretary-$0--
KELLY BURNSVP Comms-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run----
Filing and Contact Details

Filer

Filer Name
Summer Lake Pta
EIN
90-1502898
In Care Of
% JENIFER JOHNSON
Phone
9256256730
Address
4320 EAST SUMMER LAKE DRIVE, OAKLEY, CA 94561

Signing Officer

Name
Jenifer Johnson
Title
Treasurer
Phone
5104611332
Signed
2025-09-23
Discuss with paid preparer
Yes

Preparer

Firm
Hurst Bookkeeping
Address
640 ALLAGASH COURT, Oakley, CA 94561
Preparer
Danielle Hurst
Phone
7075368639
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBANK FEE 12INSURANCE 288SOFTWARE 339CHILD CARE 313PROGRAMS 25,107FUNDRAISING EXPENSE 4,533MISC 291REIMB COSTS 394CONVENTION 299DUES 80”

Raw XML Appendix165 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAKLEY
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032020
IRS990EZ/TotalProgramServiceExpensesAmt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0807
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/Filer/EIN0901502898
ReturnHeader/Filer/InCareOfNm0% JENIFER JOHNSON
ReturnHeader/Filer/PhoneNum09256256730
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ReturnHeader/ReturnTs02025-09-23T18:51:25-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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